Portfolio Construction Specialist CFA

Benefits:

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Company:
Treeline Wealth Management (An Ameriprise Private Wealth Advisory Practice)

Location:

Minnetonka, MN Job Type: Full-time (40 hours/week)

Schedule:

Flexible scheduling Pay: $80,000–$100,000 (commensurate with experience) Benefits:
Full-time benefits available

Treeline Wealth Management is an Ameriprise Private Wealth Advisory Practice in Minnetonka, MN. We assist clients in meeting their financial goals with an emphasis on creating and delivering a unique client experience that defines and differentiates our practice. We are a collaborative, team-based environment that values integrity, professionalism, and clear communication.

The Portfolio Construction Specialist supports complex case analysis and model portfolio construction for high-net-worth clients. In this role, you will collect and analyze financial information, markets, and products, and develop recommendations using a variety of tools. This is a highly analytical position requiring strong organization, excellent follow-up, and the ability to communicate clearly with internal stakeholders.

Perform complex client case analysis and portfolio design

Provide portfolio recommendations, construction, and management for model portfolios

Collect and analyze client financial data using financial planning software tools

Develop preliminary financial planning recommendations and initial product solutions for advisor review

Prepare charts, graphs, tables, and visual aids used in decision-making and case implementation

Develop portfolio product solutions aligned with client risk tolerance, tax sensitivities, and time horizon

Close out and deliver plans following Ameriprise required procedures

Provide general administrative support (correspondence, forms, reports, processing confidential documents, email maintenance)

Maintain strong compliance awareness and adhere to all Ameriprise/practice regulations

Complete additional duties and projects as assigned

CFA required

1–2 years of finance or accounting experience

Strong financial market and product knowledge, including (but not limited to): mutual funds, annuities, separately managed accounts, structured notes, alternative investments, ETFs

Strong data analysis skills

Highly organized; ability to prioritize a diverse workload, multitask, and take initiative

Strong task management and follow-up

Professional, courteous, team-oriented, strong work ethic

Proficient in MS Office with deep Excel experience required

Ability to adhere to rules and regulations as required by the Advisor and Ameriprise Financial

Ability to support compliance within the Advisor’s practice

The Company is committed to providing equal employment opportunity (EEO) to all qualified candidates.